Experience the Power of Customer Intelligence
Our Customer Intelligence add-on enables you to cross-sell to your current customer base through powerful, real-time insights and alerts.
HOW IT WORKS
Turn data into funded loans
Surface customer intent to understand their needs and provide the products and services that support their goals.
Alert your loan officers and automate customer journeys with pre-built content.
Four core alerts
Be ready to act the moment your customers make the next move on their financial journey with four critical activity alerts that help you understand their short-term needs and long-term goals—so you can continue delivering a truly personalized experience.
Mortgage credit inquiry alert
Know when a lender pulls the credit of any contact in your database so your mortgage team can reach out and keep those customers in house.
Listing alert
Learn when a borrower puts their home on the market so you can engage them as they begin searching for another home.
Equity alert
See when a borrower reaches a combined loan-to-target ratio or could put equity toward a home renovation loan.
Rate alert
Identify opportunities when borrowers qualify for a lower rate that could convince them to refinance.
Rates are rising. Inventory is low. How will you retain customers?
Check out our most recent Customer Intelligence webinar where our Chief Product Officer Matt Tippets and Senior Director of Product Marketing discuss how to deliver the perfect customer journey, act on Core 4 Alerts, and drive higher conversions.
Empower yourself with smarter insights
Schedule Your Demo
Our Customer Intelligence add-on enables you to cross-sell to your current customer base through powerful, real-time insights and alerts.
Customer Intelligence
Core 4 Alerts
Mortgage Credit Inquiry Alert
Rate Alert
Identify when a borrower can benefit from a current rate.
Equity Alert
See when a borrower reaches a target combined loan-to-value ratio.
Listing Alerts
Get an alert when a borrower’s home is put on the market.
